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San Diego NASPP: June 2019 Chapter Meeting

June 25, 2019

11:30 AM – 1:30 PM


Cooley LLP
4401 Eastgate Mall
San Diego, CA 92121
Unleash Your Hidden Super Powers: 5 Astounding Stock Plan Tricks

Speaker Information

Emily Cervino, CEP, FGE - Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services
As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes. Emily has spearheaded work to develop deep understanding of Employee Stock Purchase Plans and the impact of design on participation, conducted analysis on the relationship between Performance Award payouts and corporate performance, and shared extensive data on employee selling behavior, participant perceptions, and participant communications and engagement.
Barbara Baksa, CEP - Executive Director, NASPP
Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP).  She is a frequent speaker on equity compensation related topics, has authored numerous white papers and articles on stock compensation and has contributed chapters to four books on equity compensation. Barbara is also the author of the book "Accounting for Equity Compensation," published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara also serves as editor of The NASPP Advisor and co-editor of The Corporate Executive. Barbara began her career in equity compensation over 20 years ago. She is a Certified Equity Professional and a member of the Advisory Board of the CEP Institute at Santa Clara University.  Barbara has a BA in English from the University of Iowa.

Event Details

This super-charged session will examine five strategies to make your stock plan administration faster than a speeding deadline and able to leap communications hurdles in a single bound. We'll run down a litany of reasons to avoid December 31 for key events and provide supporting arguments to make the case to your boss. We'll explain how using prior day close can give you much needed time to process major events, like RSU settlements and ESPP purchases. We'll add "social media master" to your resume by showing you how to supercharge your communications with social media tricks.  We'll show you simple tips to make your examples better.  And, we'll give you x-ray vision to see inside participants' heads to help you make more informed decisions about your stock plans. You will leave feeling more powerful than a locomotive, with fresh ideas and ready to take on their next stock plan administration challenge.

Remit Meeting Fee: 

Fee Structure

$20 – lunch will be provided

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Stabilizers and Springboards: Optimizing Equity Awards in a Down Market


About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


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